EVERSOURCE ENERGY (ES) — Institutional Holders, Q2 2026 (page 6)
1,127 institutional investment managers reported a ES position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $23.4B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 501 to 600. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
ES 13F holders ranked 501–600 of 1,127
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 501 | CI INVESTMENTS#501 · 10,799 sh | 10,799 | $780.4K | <0.01% | New |
| 502 | OneDigital Investment Advisors#502 · 10,734 sh | 10,734 | $775.8K | <0.01% | +0.3% |
| 503 | Claro Advisors#503 · 10,661 sh | 10,661 | $770.5K | 0.08% | +10.6% |
| 504 | Kiker Wealth Management#504 · 10,544 sh | 10,544 | $762.0K | 0.30% | New |
| 505 | Kera Capital Partners#505 · 10,523 sh | 10,523 | $760.5K | 0.07% | +37.6% |
| 506 | WBI INVESTMENTS#506 · 10,481 sh | 10,481 | $757.5K | 0.19% | +1.1% |
| 507 | TCG Advisory Services#507 · 10,425 sh | 10,425 | $753.4K | 0.01% | +19.0% |
| 508 | Independent Advisor Alliance#508 · 10,415 sh | 10,415 | $752.7K | 0.02% | +2.0% |
| 509 | MONECO Advisors#509 · 10,388 sh | 10,388 | $750.7K | 0.05% | +10.6% |
| 510 | SECURIAN ASSET MANAGEMENT#510 · 9,987 sh | 9,987 | $745.2K | 0.03% | -1.0% |
| 511 | PANAGORA ASSET MANAGEMENT#511 · 10,289 sh | 10,289 | $743.6K | <0.01% | -3.5% |
| 512 | GSA CAPITAL PARTNERS LLP#512 · 10,093 sh | 10,093 | $729.0K | 0.05% | +139.9% |
| 513 | STRS OHIO#513 · 9,982 sh | 9,982 | $721.4K | <0.01% | +11.1% |
| 514 | PARTNERS CAPITAL INVESTMENT GROUP, LLP#514 · 9,929 sh | 9,929 | $717.6K | 0.03% | +67.5% |
| 515 | Kentucky Retirement Systems Insurance Fund#515 · 9,838 sh | 9,838 | $711.0K | 0.04% | +1.8% |
| 516 | SteelPeak Wealth#516 · 9,798 sh | 9,798 | $708.1K | — | New |
| 517 | DAYMARK WEALTH PARTNERS#517 · 9,745 sh | 9,745 | $704.3K | 0.02% | +19.0% |
| 518 | Csenge Advisory Group#518 · 9,724 sh | 9,724 | $702.7K | 0.03% | -1.6% |
| 519 | West Family Investments#519 · 9,717 sh | 9,717 | $702.2K | 0.20% | New |
| 520 | FLAGSHIP HARBOR ADVISORS#520 · 9,661 sh | 9,661 | $698.2K | — | -11.3% |
| 521 | BetterWealth#521 · 9,502 sh | 9,502 | $686.7K | — | 0.0% |
| 522 | Kepler Cheuvreux (Suisse) SA#522 · 9,498 sh | 9,498 | $686.4K | — | New |
| 523 | Abel Hall#523 · 9,428 sh | 9,428 | $681.4K | — | -1.2% |
| 524 | ORG Wealth Partners#524 · 9,397 sh | 9,397 | $679.1K | 0.10% | +1.1% |
| 525 | FIRST MANHATTAN#525 · 9,396 sh | 9,396 | $679.0K | <0.01% | 0.0% |
| 526 | HOLDERNESS INVESTMENTS#526 · 9,335 sh | 9,335 | $674.6K | 0.11% | +9.6% |
| 527 | Live Oak Private Wealth#527 · 9,265 sh | 9,265 | $669.6K | 0.08% | 0.0% |
| 528 | TABLEAUX#528 · 9,218 sh | 9,218 | $666.2K | — | 0.0% |
| 529 | Finer Wealth Management#529 · 9,190 sh | 9,190 | $664.1K | — | +4.0% |
| 530 | V-Square Quantitative Management#530 · 9,185 sh | 9,185 | $663.8K | — | -0.9% |
| 531 | VestGen Advisors#531 · 9,164 sh | 9,164 | $662.3K | — | +8.0% |
| 532 | Central Pacific Bank - Division#532 · 9,142 sh | 9,142 | $660.7K | — | 0.0% |
| 533 | Mesirow Financial Investment Management#533 · 9,075 sh | 9,075 | $655.8K | 0.01% | +0.4% |
| 534 | Inscription Capital#534 · 8,990 sh | 8,990 | $649.7K | 0.06% | +2.7% |
| 535 | Frec Markets#535 · 8,972 sh | 8,972 | $648.4K | 0.06% | New |
| 536 | Trivium Point Advisory#536 · 8,963 sh | 8,963 | $647.8K | 0.06% | -3.2% |
| 537 | ARMSTRONG ADVISORY GROUP#537 · 8,870 sh | 8,870 | $641.0K | — | +0.2% |
| 538 | New England Capital Financial Advisors#538 · 8,865 sh | 8,865 | $640.7K | 0.15% | +0.1% |
| 539 | CREATIVE FINANCIAL DESIGNS#539 · 8,852 sh | 8,852 | $639.8K | 0.03% | +1.5% |
| 540 | Kovitz Investment Group Partners#540 · 8,839 sh | 8,839 | $638.8K | 0.01% | +0.1% |
| 541 | Global X Japan , Ltd.#541 · 8,832 sh | 8,832 | $638.3K | — | +4.9% |
| 542 | FEDERATED HERMES#542 · 8,825 sh | 8,825 | $637.8K | <0.01% | +3.2% |
| 543 | MGO ONE SEVEN#543 · 8,733 sh | 8,733 | $631.1K | 0.01% | +7.9% |
| 544 | Voya Financial Advisors#544 · 8,540 sh | 8,540 | $629.9K | 0.06% | -5.0% |
| 545 | Lombard Odier Asset Management (Switzerland) SA#545 · 8,679 sh | 8,679 | $627.2K | 0.02% | -14.8% |
| 546 | QTR Family Wealth#546 · 8,593 sh | 8,593 | $621.0K | 0.22% | +99.7% |
| 547 | SILVER OAK SECURITIES#547 · 8,587 sh | 8,587 | $620.6K | 0.04% | +9.1% |
| 548 | BALYASNY ASSET MANAGEMENT L.P.#548 · 8,536 sh | 8,536 | $616.9K | <0.01% | +52.4% |
| 549 | Sentinus#549 · 8,512 sh | 8,512 | $615.2K | 0.05% | +87.9% |
| 550 | VISTA INVESTMENT PARTNERS#550 · 8,482 sh | 8,482 | $613.0K | — | 0.0% |
| 551 | GREENLEAF#551 · 8,467 sh | 8,467 | $611.9K | <0.01% | -2.5% |
| 552 | Gallagher Fiduciary Advisors#552 · 8,357 sh | 8,357 | $604.0K | 0.02% | -0.5% |
| 553 | Anchor Bay Capital#553 · 8,421 sh | 8,421 | $599.3K | 0.32% | — |
| 554 | Valmark Advisers#554 · 8,291 sh | 8,291 | $599.2K | <0.01% | -1.0% |
| 555 | JACKSON THORNTON WEALTH MANAGEMENT#555 · 8,281 sh | 8,281 | $598.5K | 0.05% | +111.7% |
| 556 | COLDSTREAM CAPITAL MANAGEMENT#556 · 8,265 sh | 8,265 | $597.3K | <0.01% | -21.3% |
| 557 | WEDBUSH SECURITIES#557 · 8,239 sh | 8,239 | $595.0K | — | +27.9% |
| 558 | EVERGREEN CAPITAL MANAGEMENT#558 · 8,149 sh | 8,149 | $588.9K | — | -14.2% |
| 559 | CHOREO#559 · 8,144 sh | 8,144 | $588.7K | <0.01% | +1.8% |
| 560 | Baker Ellis Asset Management#560 · 8,107 sh | 8,107 | $585.9K | — | 0.0% |
| 561 | Blue Chip Partners#561 · 8,060 sh | 8,060 | $582.5K | 0.04% | New |
| 562 | Caerus Investment Advisors#562 · 7,907 sh | 7,907 | $571.4K | 0.19% | +147.2% |
| 563 | AXQ CAPITAL#563 · 7,899 sh | 7,899 | $570.9K | 0.06% | New |
| 564 | MARTINGALE ASSET MANAGEMENT L P#564 · 7,841 sh | 7,841 | $566.7K | 0.01% | -1.1% |
| 565 | SYM FINANCIAL#565 · 7,813 sh | 7,813 | $564.6K | — | New |
| 566 | Hilltop#566 · 7,791 sh | 7,791 | $563.0K | 0.04% | -2.7% |
| 567 | AMICA MUTUAL INSURANCE#567 · 7,745 sh | 7,745 | $560.0K | 0.05% | -22.0% |
| 568 | INCEPTIONR#568 · 7,720 sh | 7,720 | $557.9K | 0.14% | -60.1% |
| 569 | KCM INVESTMENT ADVISORS#569 · 7,713 sh | 7,713 | $557.4K | — | -0.4% |
| 570 | TEMA ETFS#570 · 7,668 sh | 7,668 | $554.2K | — | +10.4% |
| 571 | Orion Porfolio Solutions#571 · 7,620 sh | 7,620 | $550.7K | <0.01% | -9.4% |
| 572 | Crestwood Advisors Group#572 · 7,608 sh | 7,608 | $549.8K | — | +13.5% |
| 573 | BAHL & GAYNOR#573 · 7,598 sh | 7,598 | $549.1K | <0.01% | 0.0% |
| 574 | Prime Capital Investment Advisors#574 · 7,576 sh | 7,576 | $547.5K | — | -2.3% |
| 575 | Valley Brook Capital Group#575 · 7,528 sh | 7,528 | $544.0K | — | 0.0% |
| 576 | Hills Bank#576 · 7,490 sh | 7,490 | $541.3K | 0.02% | -7.7% |
| 577 | Bank#577 · 7,459 sh | 7,459 | $539.1K | — | +2.0% |
| 578 | KEYNOTE FINANCIAL SERVICES#578 · 7,454 sh | 7,454 | $538.7K | 0.25% | -3.4% |
| 579 | Connecticut Wealth Management#579 · 7,436 sh | 7,436 | $537.4K | — | -4.9% |
| 580 | Old North State Wealth Management#580 · 7,399 sh | 7,399 | $535.1K | — | +11.5% |
| 581 | SENTINEL PENSION ADVISORS#581 · 7,089 sh | 7,089 | $529.0K | 0.07% | 0.0% |
| 582 | HUNTINGTON NATIONAL BANK#582 · 7,279 sh | 7,279 | $526.1K | <0.01% | -8.0% |
| 583 | SEEDS INVESTOR#583 · 7,257 sh | 7,257 | $524.5K | 0.05% | -1.6% |
| 584 | Forvis Mazars Wealth Advisors#584 · 7,243 sh | 7,243 | $523.4K | — | 0.0% |
| 585 | AlphaStar Capital Management#585 · 7,186 sh | 7,186 | $519.3K | — | -3.3% |
| 586 | Ellevest#586 · 7,150 sh | 7,150 | $518.7K | 0.06% | -15.8% |
| 587 | Glenview#587 · 7,441 sh | 7,441 | $515.5K | <0.01% | 0.0% |
| 588 | Fisher Asset Management#588 · 7,128 sh | 7,128 | $515.1K | <0.01% | +31.4% |
| 589 | Advisors Capital Management#589 · 7,084 sh | 7,084 | $512.0K | <0.01% | +14.0% |
| 590 | Leslie Global Wealth#590 · 7,029 sh | 7,029 | $508.0K | — | +20.2% |
| 591 | Aprio Wealth Management#591 · 7,003 sh | 7,003 | $506.1K | 0.03% | +7.9% |
| 592 | Sachetta#592 · 6,977 sh | 6,977 | $504.2K | 0.25% | -0.9% |
| 593 | ROCKLAND#593 · 6,936 sh | 6,936 | $501.3K | — | +12.5% |
| 594 | Demars Financial Group#594 · 6,906 sh | 6,906 | $499.1K | — | New |
| 595 | Drucker Wealth 3.0#595 · 6,845 sh | 6,845 | $494.7K | 0.08% | -5.2% |
| 596 | RITHOLTZ WEALTH MANAGEMENT#596 · 6,845 sh | 6,845 | $494.7K | <0.01% | New |
| 597 | BROWN ADVISORY#597 · 6,802 sh | 6,802 | $491.6K | <0.01% | -28.8% |
| 598 | BAR HARBOR WEALTH MANAGEMENT#598 · 6,780 sh | 6,780 | $490.0K | — | +68.4% |
| 599 | Avidian Wealth Solutions#599 · 6,690 sh | 6,690 | $483.5K | — | +2.2% |
| 600 | BRASADA CAPITAL MANAGEMENT#600 · 0 sh | 0 | $483.3K | 0.09% | -100.0% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.